Interested in a future career on the Investment Team?

Posted 17 Days Ago
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Foster City, CA
Entry level
Financial Services
The Role
Members of the Investment team at Bertram Capital will help evaluate new investments, identify add-on acquisitions, develop investment theses, manage portfolios and execute deals. They seek self-starters who demonstrate professionalism, along with strong analytical, organizational, and communication skills.
Summary Generated by Built In

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Visit www.bcap.com for more information.

Members of the Investment team work closely with Bertram's Principals and Partners across a mix of opportunities for new investments. These roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution. We hire personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills.

At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.

If you are interested in sharing your background and resume in consideration for possible future Investment Team roles, please submit your information below. 


The Company
HQ: Foster City, CA
63 Employees
On-site Workplace
Year Founded: 2006

What We Do

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Investment Criteria:

Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology

Size Characteristics
> Revenue: $20-$250M
> EBITDA: $5-$35M
> Add-ons can be smaller/early stage

Transaction Structures
> Preference for control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events

Equity Strategy
> Enterprise Value: $50-$500M
> Platform equity check range: $25-$100M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity

Disclaimer: http://www.bertramcapital.com/disclaimer

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